Adding guarantor or billing statement notes

You can add a guarantor or billing statement note.

To add a guarantor or billing statement note

1.   From the Collections Manager list, select a guarantor.

2.   From the File menu, click Guarantor Note.

The Guarantor Notes dialog box opens.

3.   To insert the current date in the Account Note box, click Insert Dateline.

4.   Type the note in the Account Note box.

5.   Type a billing note in the Billing Statement Note box.

6.   To perform a spell check of your notes, click the spell check button.

7.   Click OK.

The note is saved, and the Guarantor Notes dialog box closes.